[San Diego, CA] — [April 4, 2024] – Tyler Abney, CFP®, AIF® has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry.
The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management*.
“We are thrilled to extend our heartfelt congratulations to Tyler for the well-deserved recognition from Forbes, on behalf of the entire team at LPL,” exclaimed Julian Lopez, LPL’s executive vice president of Independent Advisor Services Relationship Management. “This award showcases his dedicated efforts in guiding his clients towards financial success, especially during times of economic uncertainty and global challenges. LPL remains steadfast in our commitment to supporting ambitious advisors like Tyler, equipping them with cutting-edge investment solutions, advanced technology platforms, and extensive resources to provide unparalleled service and experiences for their clients.”
This prestigious recognition reflects Tyler’s unwavering dedication and support to our valued clients with his expertise in helping biotech executives.
His specialty in biotech compensation strategies, including stock options helps executives navigate the complexities of their financial planning journey with confidence and clarity.
At Tidemark Financial Partners, we understand the importance of tailored financial solutions for individuals in the biotech industry. Whether you’re exploring equity compensation strategies, retirement planning, or investment management, Tyler is here to provide personalized guidance every step of the way
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Tidemark LLC., a registered investment advisor and separate entity from LPL Financial.
LPL Financial, Forbes, SHOOK Research and Tidemark Financial Partners are all separate entities.
This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Best-in-State Wealth Advisors list.